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Powell Industries
POWL

118 hedge funds and large institutions have $185M invested in Powell Industries in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 123 → 118 (-5)

5.08% less ownership

Funds ownership: 204% → 198.92% (-5.1%)

15% less capital invested

Capital invested by funds: $216M → $185M (-$31.6M)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
Dean Investment Associates
Ohio
+$2.35M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.88M
3
DCM
Dean Capital Management
Kansas
+$1.14M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$971K
5
MCM
Matarin Capital Management
New York
+$770K

Top Sellers

1
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.03M
2
WG
Winton Group
United Kingdom
-$1.81M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
4
AL
AJO LP
Pennsylvania
-$1.04M
5
Bessemer Group
Bessemer Group
New Jersey
-$833K
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
101
Mutual of America Capital Management
New York
$26K +$17K +1,917 +149%
AIP
102
Ameritas Investment Partners
Nebraska
$20K – – –
Citigroup
103
Citigroup
New York
$15K -$92.1K -10,389 -85%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$12K -$1.01K -114 -7%
PCM
105
Prelude Capital Management
New York
$12K +$13.3K +1,500 New
ASN
106
Advisory Services Network
Georgia
$12K +$13.4K +1,515 New
US Bancorp
107
US Bancorp
Minnesota
$9K -$3.35K -378 -26%
FWM
108
Focused Wealth Management
New York
$7K – – –
MAM
109
Meeder Asset Management
Ohio
$5K +$2.61K +294 +103%
SWA
110
Sutton Wealth Advisors
Florida
$4.1K – – –
HIA
111
Harbor Investment Advisory
Maryland
$3K – – –
Millennium Management
112
Millennium Management
New York
$1.44K +$750K +84,594 +89%
Osaic Holdings
113
Osaic Holdings
Arizona
$1K -$239 -27 -17%
GT
114
Glenmede Trust
Pennsylvania
$1K – – –
HIM
115
Hillsdale Investment Management
Ontario, Canada
– -$2.03M -222,600 Closed
WG
116
Winton Group
United Kingdom
– -$1.81M -198,273 Closed
Bessemer Group
117
Bessemer Group
New Jersey
– -$833K -91,200 Closed
AIMCA
118
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$698K -76,500 Closed
OAM
119
Oberweis Asset Management
Illinois
– -$587K -64,305 Closed
PTC
120
Petrus Trust Company
Texas
– -$259K -28,332 Closed
CS
121
Credit Suisse
Switzerland
– -$252K -27,564 Closed
AC
122
Aristides Capital
Kentucky
– -$221K -24,183 Closed
SFM
123
Systematic Financial Management
New Jersey
– -$206K -22,575 Closed
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
– -$202K -22,146 Closed
SG Americas Securities
125
SG Americas Securities
New York
– -$129K -14,169 Closed
2 3 4
5
6

POWL Hedge Fund Activity: Q3 2020 in Review

118 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2020, worth a combined $185M — down 15% from $216M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of POWL and 9 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 36 added.

The largest buyer was Dean Investment Associates, opening a new position worth an estimated $2.35M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.03M sold.

  • 118 institutional investors held Powell Industries (POWL) as of Q3 2020, down from 123 in Q2 2020.
  • Funds reported $185M of Powell Industries stock for Q3 2020, down 15% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2020 and 14 closed out, a net change of -5 holders.
  • The largest Powell Industries buyer in Q3 2020 was Dean Investment Associates, an estimated $2.35M added.
  • The largest Powell Industries seller in Q3 2020 was Hillsdale Investment Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q3 2020.